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Educational Research:
Case Study Methodology




                         ADES 1004
             Researching Literacies and Learning
case   study

 …examines the characteristics of a
  particular entity, phenomenon, or
  person

    Select a unit of analysis - singularity
 Is useful for describing or answering
  questions about particular, localized
  occurrences or contexts

AND / OR

    the perspectives of a participant group
    toward events, beliefs, or practices
 Illuminates the “invisibility of everyday life”




  …by making the familiar strange, more
   examined, and better understood
Types of Cases
  The critical case – You already have a theory (hypothesis) and the
   case with prove or disprove it

  The extreme case – the elements you are looking for a
   pronounced and highlight the concept / hypothesis

  The exemplifying case – the elements are broadly showing a
   theory

  The longitudinal case – data over time sheds light on development
   of the concept
Case Study – Your first questions
  What is your Unit of Analysis?

        “ A single ..................”
 Family
                                         Behaviour
 Location
                                         Perception
 Community
                                          Attitudes
 Person
                                           Beliefs
 Organisation
                                         Knowledge
                                         Processes
                                         Language

  What is shown by the case…?
What are you doing – the
researcher?


Descriptive phase: Its construction
relies heavily on “thick” verbal
descriptions of a particular social
context being studied

Analysis phase: Its meaning relies on
your interpretations and thematic logic
…employ expressive language and
voice in descriptions and explanations


…judged in terms of believability,
 trustworthiness, coherence, and the
 logic underlying researcher’s
 interpretations
Participant Observation Cases
• Issues in primary qualitative
research...

 a. gaining entry

 b. contacting potential research
    participants
 c. being prepared
 d. capturing all data in the moment
a. gaining entry...

  access is dependent upon the
  researcher’s personal and professional
  characteristics and how others perceive
  the researcher

  may require considerable negotiation
  with a gatekeeper – a friend or
  acquaintance
   trust is earned, not given
b. contacting participants...
• Have the consent form with synopsis
  ready

  build trust and ensure confidentiality



  Do what you say you will - reliability
c. be prepared
  Preparation includes:

  The Rationale / Validity Table (see class
   notes)
  Consent forms
  Observation sheet
  Thank You Letter
The threats to validity in qualitative
studies...

 Observer Effect

 …the impact of the observer’s
  participation on the setting or the
  participants being studied
the researcher records descriptive
as well as reflective notes about
what one has seen, heard,
experienced, and thought about a
during an observation session


Teacher_Observation_Checklist
 regarding   field notes…
                    notes

 …put aside assumptions,
  experience context first

 …see phenomena
  through participants’
  perspective

 …write up notes
  immediately following
  an observation
Text Based Cases
Selecting the case
    the goal is to get the deepest
    possible understanding of the
    setting being studied
    Photos, descriptions, memos,
    field notes, videos, narratives
    from others
Collecting data... KEEP IT ALL
TOGETHER
     observations – field notes about
     other people’s primary data
     (video or document)
     official documents – govt.
     photographs, recordings, emails
     media reports – different sources
     informal conversations - memos
Themes
 As you collect data, categorise it around your objectives,
  themes, sub-categories

 Have some decided already
 But leave other so they can emerge
The threats to validity in qualitative
studies...

  observer bias…
           bias
  …invalid information resulting from the
   perspective the researcher brings to
   the study and imposes upon it


  Question: what are your biases
   regarding your topic?
Gathering and Theme-ing data
…detail is critical: topic theme on
 every note; leave wide margins
 for writing impressions; use only
 one side of a page of paper; draw
 diagram of site (if necessary)


…list key words first, then outline
 one’s observations
…keep the descriptive (context) and
 reflective (analysis) sections separate
 in your note book


…use memos to record
 hunches, questions, and
 insights after each
 observation – group these
 later
Analyzing data…

           data pieces



         data categories


          data patterns
classifying the data, including
  categorization, coding, and
  grouping into thematic units




interpreting and synthesizing the
  organized data into general
  conclusions or understandings
• Checking for Validity

  a.   credibility or plausibility
  b.   transferability
  c.   including a methods section
 credibility
           or plausibility
  …to demonstrate that the study was
   conducted in such a manner as to
   ensure that the subject was
   accurately identified and
   described
 transferability
  …to demonstrate that the results of
   the study are generalizable to
   others in the original research
   context or to contexts beyond the
   original study
 including a methods section
 …to provide an in-depth description
  of the processes and methods
  used in the study
• Strategies for analyzing qualitative
  data...

  a. constant comparison method
  b. negative case and discrepant data
     methods
  c. analytic induction
 constant comparison method
 …compares new evidence to prior
  evidence to identify similarities
  and differences between
  observations
 negative case and discrepant data
 methods

…the search for contradictory,
 variant, or disconfirming data
 within the body of data collected
 that provides an alternative
 perspective on an emerging
 category or pattern
 analytic induction
  …a process concerned with
   developing and testing a theory in
   order to generalize a study’s
   findings
5. Writing the research report...
   Describe the setting where the data
   were collected
     Identify characters of focus

      describe the social action in which
      the characters are engaged
         offer an interpretation of what
         the social action means to the
         characters

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Case study and observation

  • 1. Educational Research: Case Study Methodology ADES 1004 Researching Literacies and Learning
  • 2. case study …examines the characteristics of a particular entity, phenomenon, or person  Select a unit of analysis - singularity
  • 3.  Is useful for describing or answering questions about particular, localized occurrences or contexts AND / OR  the perspectives of a participant group toward events, beliefs, or practices
  • 4.  Illuminates the “invisibility of everyday life” …by making the familiar strange, more examined, and better understood
  • 5. Types of Cases  The critical case – You already have a theory (hypothesis) and the case with prove or disprove it  The extreme case – the elements you are looking for a pronounced and highlight the concept / hypothesis  The exemplifying case – the elements are broadly showing a theory  The longitudinal case – data over time sheds light on development of the concept
  • 6. Case Study – Your first questions  What is your Unit of Analysis? “ A single ..................” Family Behaviour Location Perception Community Attitudes Person Beliefs Organisation Knowledge Processes Language  What is shown by the case…?
  • 7. What are you doing – the researcher? Descriptive phase: Its construction relies heavily on “thick” verbal descriptions of a particular social context being studied Analysis phase: Its meaning relies on your interpretations and thematic logic
  • 8. …employ expressive language and voice in descriptions and explanations …judged in terms of believability, trustworthiness, coherence, and the logic underlying researcher’s interpretations
  • 10. • Issues in primary qualitative research... a. gaining entry b. contacting potential research participants c. being prepared d. capturing all data in the moment
  • 11. a. gaining entry... access is dependent upon the researcher’s personal and professional characteristics and how others perceive the researcher may require considerable negotiation with a gatekeeper – a friend or acquaintance trust is earned, not given
  • 12. b. contacting participants... • Have the consent form with synopsis ready build trust and ensure confidentiality Do what you say you will - reliability
  • 13. c. be prepared Preparation includes: The Rationale / Validity Table (see class notes) Consent forms Observation sheet Thank You Letter
  • 14. The threats to validity in qualitative studies... Observer Effect …the impact of the observer’s participation on the setting or the participants being studied
  • 15. the researcher records descriptive as well as reflective notes about what one has seen, heard, experienced, and thought about a during an observation session Teacher_Observation_Checklist
  • 16.  regarding field notes… notes …put aside assumptions, experience context first …see phenomena through participants’ perspective …write up notes immediately following an observation
  • 18. Selecting the case the goal is to get the deepest possible understanding of the setting being studied Photos, descriptions, memos, field notes, videos, narratives from others
  • 19. Collecting data... KEEP IT ALL TOGETHER observations – field notes about other people’s primary data (video or document) official documents – govt. photographs, recordings, emails media reports – different sources informal conversations - memos
  • 20. Themes  As you collect data, categorise it around your objectives, themes, sub-categories  Have some decided already  But leave other so they can emerge
  • 21. The threats to validity in qualitative studies... observer bias… bias …invalid information resulting from the perspective the researcher brings to the study and imposes upon it Question: what are your biases regarding your topic?
  • 22. Gathering and Theme-ing data …detail is critical: topic theme on every note; leave wide margins for writing impressions; use only one side of a page of paper; draw diagram of site (if necessary) …list key words first, then outline one’s observations
  • 23. …keep the descriptive (context) and reflective (analysis) sections separate in your note book …use memos to record hunches, questions, and insights after each observation – group these later
  • 24. Analyzing data… data pieces data categories data patterns
  • 25. classifying the data, including categorization, coding, and grouping into thematic units interpreting and synthesizing the organized data into general conclusions or understandings
  • 26. • Checking for Validity a. credibility or plausibility b. transferability c. including a methods section
  • 27.  credibility or plausibility …to demonstrate that the study was conducted in such a manner as to ensure that the subject was accurately identified and described
  • 28.  transferability …to demonstrate that the results of the study are generalizable to others in the original research context or to contexts beyond the original study
  • 29.  including a methods section …to provide an in-depth description of the processes and methods used in the study
  • 30. • Strategies for analyzing qualitative data... a. constant comparison method b. negative case and discrepant data methods c. analytic induction
  • 31.  constant comparison method …compares new evidence to prior evidence to identify similarities and differences between observations
  • 32.  negative case and discrepant data methods …the search for contradictory, variant, or disconfirming data within the body of data collected that provides an alternative perspective on an emerging category or pattern
  • 33.  analytic induction …a process concerned with developing and testing a theory in order to generalize a study’s findings
  • 34. 5. Writing the research report... Describe the setting where the data were collected Identify characters of focus describe the social action in which the characters are engaged offer an interpretation of what the social action means to the characters